Betterment LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
216,032
+181,461
| +525% | +$19.3M | 0.05% | 88 |
|
|
2025
Q1 | $3.65M | Buy |
34,571
+4,678
| +16% | +$494K | 0.01% | 165 |
|
|
2024
Q4 | $3.15M | Buy |
29,893
+1,480
| +5% | +$156K | 0.01% | 166 |
|
|
2024
Q3 | $3.02M | Buy |
28,413
+2,928
| +11% | +$311K | 0.01% | 153 |
|
|
2024
Q2 | $2.66M | Buy |
25,485
+3,108
| +14% | +$325K | 0.01% | 149 |
|
|
2024
Q1 | $2.34M | Buy |
22,377
+6,551
| +41% | +$686K | 0.01% | 136 |
|
|
2023
Q4 | $1.67M | Buy |
15,826
+8,998
| +132% | +$949K | ﹤0.01% | 141 |
|
|
2023
Q3 | $702K | Buy |
6,828
+3,157
| +86% | +$325K | ﹤0.01% | 191 |
|
|
2023
Q2 | $382K | Sell |
3,671
-3,822
| -51% | -$398K | ﹤0.01% | 223 |
|
|
2023
Q1 | $784K | Buy |
7,493
+81
| +1% | +$8.48K | ﹤0.01% | 169 |
|
|
2022
Q4 | $773K | Sell |
7,412
-519
| -7% | -$54.1K | ﹤0.01% | 162 |
|
|
2022
Q3 | $830K | Hold |
7,931
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $830K | Sell |
7,931
-1,077
| -12% | -$113K | ﹤0.01% | 156 |
|
|
2022
Q1 | $942K | Buy |
9,008
+814
| +10% | +$85.1K | ﹤0.01% | 144 |
|
|
2021
Q4 | $880K | Sell |
8,194
-2,544
| -24% | -$273K | ﹤0.01% | 140 |
|
|
2021
Q3 | $1.16M | Sell |
10,738
-5,284
| -33% | -$568K | ﹤0.01% | 126 |
|
|
2021
Q2 | $1.73M | Buy |
+16,022
| New | +$1.73M | 0.01% | 108 |
|